How to link your emails in Salesforce

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Last updated: 27-Apr-22 by mitchell.bird (Unlicensed)Version comment
2 min read

After enabling MFA you will just need to follow the below steps and disconnect then reconnect your emails

If you have Inbox with Einstein Activity Capture, this page explains how it works, how to set it up & manage it and what it does. 

Einstein Inbox with Activity capture automatically logs emails and events against the relevant Accounts, Contacts, Leads and Opportunities within Salesforce. It will show all emails automatically, however they cannot be reported on in detail as standard.

Once you have been granted access to use this, you will need to set it up yourself in both Outlook and through Salesforce 

  1. Click your user icon at the top right of Salesforce

  2. Click on Settings on the menu that appears

  3. On the left hand side menu click the Email button

  4. Under Connected Accounts click New Account

  5. Select Connect My Office365 Account 

  6. Log in with your Office 365 details (your username is first 4 last 4 with @virginwines.co.uk added on the end)

    1. Password is the same as the one you use to log into Windows

  7. You can then disconnect and reconnect this if required. 



Please watch this video to see how to set up sharing for Einstein emails. Bullet points below video.

Once it is set up and working, all activities captured with Einstein will appear on the Activity feed on the Account or Person Account, Lead or Opportunity

It will also show any Events created through outlook between you and that person. 

The Salesforce Administrator has set up Einstein settings so that any email ending with 'virginwines.co.uk' will not link to Salesforce (This is so that any sensitive emails do not go onto accounts registered with your work address) 

What it Can do 

  • Shows Open/Unopened and when it was opened

  • Admins can set up 'Insights' where we can specify up to 10 custom labels so it alerts and can be analysed for certain words or phrases contained within an email

  • There are a few 'Standard' insights too. 

  • Insights are used for Analytic Reporting (which differs to Standard reporting) - this is restricted 

What it Cannot do 

While this is a really nifty bit of kit, and is incredibly useful, there are some limitations - 

  • Attachments and images do not get uploaded to Salesforce

  • The emails are not stored within Salesforce so you cannot report in detail on them, however you CAN report on 'Last Activity' 

  • If an email needs to be removed from SF, then the only option is to delete every single email from that contact